Workflow management rules offer the ability for businesses to design their own business processes without having to have extensive programming knowledge. These rules allow organizations to automate the process of performing tasks that need to be completed. They also provide a way to identify possible issues with a process in real-time.
In a workflow rule, evaluation criteria are set to determine the exact time the rule should be implemented. The criteria can be based on various parameters, including the field’s value, the type of record, ownership of records and much more. Workflow rules can also be set up to trigger actions in response to events that are related to notes in a specific module. A company can set the rule to be executed every time a note is made or modified so that support teams are able to keep track of mentions by competitors and respond quickly.
When a rule is activated, the action can be either a quick action or a scheduled one. Instant actions occur when the rule is activated, while scheduled actions are activated at later dates and times.
The scheduled action will take place at the time and date specified. The action could be a task, email notification field update webhook, or even a function. You can also choose any email notifications, tasks, field updates or webhooks to associate with the scheduled action. You can also choose the tag that will be used to filter the recorded data for this specific action.